VAG
AXP icon

VisionPoint Advisory Group’s American Express AXP Stock Holding History

VisionPoint Advisory Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.09M Buy
3,585
+1,324
+59% +$442K 0.17% 130
2026
Q2 		$765K Sell
2,261
-57
-2% -$18.3K 0.12% 187
2026
Q1 		$701K Buy
2,318
+14
+0.6% +$4.69K 0.13% 177
2025
Q4 		$852K Sell
2,304
-110
-5% -$39.4K 0.17% 134
2025
Q3 		$802K Buy
2,414
+88
+4% +$28K 0.16% 147
2025
Q2 		$742K Buy
2,326
+214
+10% +$60.2K 0.16% 142
2025
Q1 		$568K Buy
2,112
+170
+9% +$50.2K 0.19% 104
2024
Q4 		$580K Sell
1,942
-387
-17% -$111K 0.2% 102
2024
Q3 		$632K Sell
2,329
-2,391
-51% -$595K 0.21% 102
2024
Q2 		$1.09M Sell
4,720
-205
-4% -$47.5K 0.39% 71
2024
Q1 		$1.12M Sell
4,925
-4,713
-49% -$977K 0.4% 66
2023
Q4 		$1.81M Sell
9,638
-212
-2% -$34.1K 0.67% 43
2023
Q3 		$1.47M Buy
9,850
+540
+6% +$88.3K 0.63% 48
2023
Q2 		$1.62M Buy
9,310
+530
+6% +$85.5K 0.66% 46
2023
Q1 		$1.31M Buy
8,780
+1,496
+21% +$248K 0.58% 49
2022
Q4 		$1.32M Buy
+7,284
New +$1.08M 0.55% 42
2020
Q4 		– Sell
-2,209
Closed -$221K – 139
2020
Q3 		$221K Sell
2,209
-62
-3% -$6.1K 0.1% 117
2020
Q2 		$217K Buy
+2,271
New +$209K 0.09% 100
2020
Q1 		– Sell
-1,898
Closed -$236K – 118
2019
Q4 		$236K Sell
1,898
-207
-10% -$24.7K 0.1% 108
2019
Q3 		$241K Buy
2,105
+34
+2% +$4.17K 0.07% 118
2019
Q2 		$256K Buy
+2,071
New +$243K 0.07% 109
2019
Q1 		– Sell
-3,137
Closed -$299K – 131
2018
Q4 		$299K Buy
+3,137
New +$328K 0.1% 79

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

VisionPoint Advisory Group's AXP Position: Q3 2026 in Review

VisionPoint Advisory Group increased its American Express (AXP) stake by 59% in Q3 2026, buying an estimated $442K and bringing the position to 3,585 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #130.

VisionPoint Advisory Group first reported a position in AXP in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.81M in Q4 2023. 147 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • VisionPoint Advisory Group held 3,585 shares of American Express worth $1.09M as of Q3 2026.
  • VisionPoint Advisory Group bought 1,324 American Express shares in Q3 2026, an estimated $442K.
  • American Express made up 0.17% of VisionPoint Advisory Group's portfolio in Q3 2026, its #130 holding.
  • VisionPoint Advisory Group first reported a position in American Express in Q4 2018 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's American Express position peaked at $1.81M in Q4 2023.
  • 147 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.